Leveraging ESG and Climate Data in Client Conversations

Tuesday, May 16, 2023 | 1:00 PM EDT • 10:00 AM PDT

FEATURED SPEAKERS

HOST

Diana Britton
Managing Editor
WealthManagement.com

Presenter

James Rockwood
Founder and CEO
CapIntel

Presenter

April Cody
Head of Wealth ESG and Climate Product Strategy
MSCI

Sustainable investment practices aren’t going anywhere, anytime soon. According to the PwC 2022 Global Investor Survey, 82% of investors demand their portfolios have an ESG lens. Plus, 70% of asset and wealth management CEOs said they were concerned about climate in PWC’s Annual Global CEO Survey from March 2021. But how do you capture ESG and Climate risks and opportunities? And how should you analyze the data to use in client conversations?

Join wealth tech solution CapIntel and MSCI, a leading provider of critical decision support tools, to find out. In this webinar, James Rockwood, CEO and Founder of CapIntel, and April Cody, Head of Wealth ESG and Climate Product Strategy at MSCI, will cut through the noise and break down how to properly leverage ESG and Climate data, so you can better connect with your clients.

Topics covered in this webinar include: 

• The evolution of ESG ratings and Climate metrics, where they stand today, and how to understand them
• How ESG and Climate metrics can help tell a larger story
• The benefits of incorporating sustainability data in your investment proposals
  

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored By

Not able to attend the live event?

Archived versions of webinars from WealthManagement.com are available
for viewing On Demand shortly after broadcast. Register today and you will
receive an email with login instructions as soon as the replay is available.